Values First Advisors, Inc.: EGY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Values First Advisors, Inc. on EGY, newest first. How the timeline and the estimate are built.
Values First Advisors, Inc. held 351,754 EGY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F/A 351,754 sharesChange vs previous 13F -3,106 shares
0.82% of the 13F portfolio, value $1,786,911.
13F-HR/A 0001398344-26-013386 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 354,860 sharesChange vs previous 13F +11,935 shares
1.17% of the 13F portfolio, value $2,249,814.
13F-HR 0001398344-26-006614 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 342,925 sharesChange vs previous 13F -70,323 shares
0.65% of the 13F portfolio, value $1,248,248.
13F-HR 0001398344-26-001629 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 413,248 sharesChange vs previous 13F -3,141 shares
0.89% of the 13F portfolio, value $1,661,259.
13F-HR 0001398344-25-019434 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 416,389 sharesChange vs previous 13F +8,522 shares
0.82% of the 13F portfolio, value $1,503,163.
13F-HR 0001398344-25-013953 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 407,867 sharesChange vs previous 13F +5,010 shares
0.9% of the 13F portfolio, value $1,535,955.
13F-HR 0001398344-25-008076 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 402,857 sharesChange vs previous 13F -49,077 shares
0.97% of the 13F portfolio, value $1,760,485.
13F-HR 0001398344-25-001383 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 451,934 sharesChange vs previous 13F not available
1.41% of the 13F portfolio, value $2,594,100.
13F-HR 0001398344-24-019207 filed by Values First Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).